How it works
Our proprietary lead model pinpoints prospects who are excellent candidates for final expense.
By utilizing our advanced analytics along with defined age and profile demographics,
we strategically market to those who are relevant and most likely to respond.
Creating an efficiency lead cycle you can rely on.
+ Nationwide coverage in your licensed states
+ 55+ yrs old
+ Income check
+ No existing coverage
+ Requested a quote with an agent
(Introduction)
Hi, may I speak with (First Name)?
(Reason for call)
Mr./Ms. ______, this is _______ from the final expense savings network. The reason for my call today is that you inquired about a free, no obligation final expense quote.
(Qualifying Question)
Do you have a moment right now for a free assessment? (Must be “YES” to initial question)
(I’m not interested) – Rebuttal
If you could have guaranteed coverage all while reducing or completely eliminating your out-of-pocket funeral expenses, and never financially impose on family or friends …Would you consider a final expense plan (contact name)? (Must be “YES”, If “NO” –> Reject)
1 – Name, address, phone #?
2 – Age? (Must be 55+)
3 – DOB?
4 – Income?
If you can please provide your home or cell phone number as well, in case they can’t reach you on this one?
Congratulations! You pre-qualify for a no-risk final expense assessment. Do you have 10 minutes right now to speak with an agent? (Must be “YES”)
Answer YES – Okay (First Name), we have an agent available and I’d like to transfer you….keep in mind that they might cover some of the questions that I have already reviewed….but please be patient, they are wonderful and have assisted numerous applicants like yourself and are there to help benefit you….hold-on one moment please.
Answer NO – Okay, when is a good time for me to call back so you can have a 10 – 15 minute chat with an agent for a free assessment? _________ Okay I will call you then. Take care and have a great day!
DATE: 1/3/2020 11:24:06
LEAD REF: 4039854
FIRST: Christina
LAST: Liu
PHONE-1: 704-555-4444
PHONE-2: 704-333-2222
ADDRESS: 321 Main St.
CITY: Charlotte
STATE: NC
ZIP: 28214
EMAIL: Christina.Liu@example.com
AGE: 74
DOB: 09/05/yyyy
GENDER: Female
INCOME: $30,000
DISPATCH AGENT: Katherine Albright
LEAD RESULT: Transfer Connected
CAMPAIGN #: 70-539826
TRANSFERRED TO: Kevin w/ Medicare Supplement Quotes of America
CALL-NOTES: Christina is looking to receive a final expense quote with at least $15k coverage.